Effective Personal Management

David R. Imsande

CPA

In summary . . .

Are you working "in business" or are you working "on the business"?

I can help you define and analyse your current situation, and then help guide you in managing your business, your assets and your living standard more efficiently and effectively.


Investment Analysis . . .

Assists you in analyzing your investment results, but does not offer investment advice.

Tax Management . . .

Provides you with a thorough finalcial checkup in addition to tax preparation by a CPA with 30 years of tax experience.

Retirement Analysis . . .

Enables you to plan a comfortable retirement that will allow you the freedom to travel, spend time on hobbies, volunteer your time and talents, or simply spend time with family and friends.

Vacation Planning is imperative. . .

Whether it be a complete vacation, or simply just some time off, it is vital to your personal and business well being to recreate yourself regularly.

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